"You"−The Secret of Great Blogs that Boost Your Readership

Hide details

Susan B. Weiner, CFA, Owner, InvestmentWriting.com

Blogging has become a "must" for many independent and fee-only financial advisors seeking to attract and retain clients. But many financial bloggers flunk the most important test: They don’t write reader-focused posts.

Harnessing the power of "you, the reader" will boost your readership. In this webinar, you'll learn how to analyze your readers and their WIIFM (what's in it for me) as well as an easy-to-follow formula for outlining blog posts that snare readers. The average reader spends only 96 seconds reading a blog post, according to ProBlogger. If you want your readers to stick around, sign up today for this webinar!

Susan Weiner, CFA, teaches the highly regarded "How to Write Blog Posts People Will Read" class for financial advisors. Her Investment Writing blog (http://investmentwriting.com/blog/) is popular with advisors who care about writing that deepens their connections with clients and prospects.

CIO Equity US Scott Migliori says significantly lower energy costs and strong job growth are bolstering consumers, putting Main Street on more of an upswing than Wall Street. But be mindful of early inflationary pressures, particularly wages.

Asia’s markets could suffer if Japan’s yen continues to weaken, says CIO Equity Asia Pacific Raymond Chan. Yet with high interest rates set to fall and reform on the agenda across the region, investors shouldn't overlook Asia.

Compliance with the Foreign Corrupt Practices Act (FCPA) has become increasingly important for not only for corporations but for their supply chain partners as well. Join this webinar with Compliance Week's Contributing Writer Tom Fox for information about the latest trends in FCPA compliance, as well as a discussion of recent enforcement actions by the Department of Justice (DoJ) and the Securities and Exchange Commission (SEC).

Can you do Life Planning on the web as well as an in-person interview? What are the essential elements of a web based Life Planning Service? What is essential for the intimate, personal process of Life Planning to be delivered and how could it be approached through a computerised process?
Receive a free e-book for attending: "Life Planning for you", the companion book to the LifePlanningForYou.com website.

Attendees will learn:
-To what degree can you computerise the Life Planning process within your own firm and is it advisable?
-What are the advantages of having it on the web?
-How to attract clients with web based Financial Life Planning
-How to ask effective, meaningful questions through technology interfaces
-Interpret client responses and understand personal communications over the web
-How to keep the flow of intensive two-way reciprocation using technology

Dan Tubbs is the portfolio manager of the Mirabaud GEM and Asia ex-Japan funds. Dan will share his views on how he and his team search for interesting investment opportunities within the Global Emerging Markets universe which then form part of his concentrated portfolios.

Through his investment process Dan will share his thoughts on 3 companies which have the potential to double in value over the coming year.

Todd Clarke of CLS Investments, LLC and Eric Clarke of Orion Advisor Services discuss the threats financial advisors face, the needs of educated investors and how advisors can continue to succeed in a changing marketplace.

Elliot Weissbluth of HighTower Advisors leads a panel of leading internet-based advisors, Betterment’s Jon Stein and CircleBlack’s John Michel, as well as industry contrarian, Joe Duran of United Capital Financial Advisors. The group will examine the “robo-advisor” landscape and answer the simplest of questions: friend or foe?

In a sea of advisor rankings offered by such well known media outlets including Barron's, CNBC and Financial Times as well as a variety of trade publications, commonalities appear. However, the paths that each have taken to get there are unique. While past performance is not always indicative of future results in investing, enduring strong businesses are suggestive of strong insight and practices. Barron's Managing Director, Sterling Shea, assembles some of the country's most recognized financial advisors, Grant Rawdin (Wescott Financial Advisory Group), Steve Lockshin (Convergent), and Brent Brodeski (Savant Capital Management) to discuss what the future holds for their businesses.

Corey Kupfer (Hamburger Law Firm) will sit down with Lenny Chang (Co-Founder and Managing Director of Focus Financial Partners), Elizabeth Nezvold (Managing Partner of Silver Lane Advisors), and Dan Seivert ( CEO and Managing Partner of Echelon Partners), to discuss the levers available and mindset required to get deals consummated for investment advisers. Whether it’s inorganic growth, implementation of a succession plan, a business combination, or an outright purchase/sale, all present challenges that each of these panelists have helped numerous advisers overcome.

Heads of all three of the largest US custodians will be together on the stage to have a candid conversation about the opportunities and threats that lie ahead for independent RIAs. They will debate their roles and value proposition in supporting independent advisers, including where they are committing resources.

Why should the strategic acquirers have all the fun?
Raising capital is important to your business too- but it’s no secret that access to it is more difficult. Traditional banks don’t (generally) understand the advisory business and private lenders and investors are more cautious and have upped their standards- and the cost of their capital. What are the options?
The panel, moderated by Paul Lally of Gladstone Associates will discuss current market trends in capital sourcing and present two options for access. Joining Paul will be Phil Green, CFO of Brinker Capital, a $17.5 Billion RIA who strategically deploys capital to advisory firms to fund acquisitions and Steve Smits, General Manager of Live Oak Bank, a leading provider of business loans to independent business people in niche industries.

A curriculum comprised of the top 3 regulatory issues effecting the growth trajectory of independent advisers. Brian Hamburger will moderate former New York Governor and Attorney General Eliot Spitzer and former SEC Commissioner Harvey Pitt, while TD Ameritrade's Managing Director of Advisor Advocacy & Industry Affairs will provide his color commentary on these important issues.

Editors from prominent financial industry press outlets will experience a reversal of the norm as they find themselves being interviewed and having to look back on what contributed to the popularity and importance of the industry’s biggest news stories of 2014.

Orion’s Jud Mackrill and Riskalyze’s Aaron Klein team up to show how traditional advisors can compete with robo and other technology-driven advisers by creating an online advisory channel that provides an integrated solution to drive next-generation client service and compliance oversight into their business.

With the rapid proliferation of unconstrained bond investing, we think it’s time to take a step back to better understand the benefits and risks of this category, and how to position the strategy with your clients. Join Curtis Arledge, CEO of BNY Mellon Investment Management and a pioneer in unconstrained bond investing, for a 45-minute live discussion with our fixed income experts from Standish: David Leduc, CIO, and Raman Srivastava, co-deputy CIO.

Topics will include:
-The differences between unconstrained strategies – and why that should matter to you
-Effectively incorporating unconstrained strategies into your fixed income allocation
-Areas where there may be caution flags, such as bank loans and high yield
-The future of unconstrained and how to communicate this with your clients

If your clients have fixed income exposure, you don’t want to miss this discussion.

As a new advisor, having a good mentor can be crucial for your success, but how do you create a relationship that is symbiotic? Learn what Tim Kober did when he first became an advisor to create a relationship that benefited both him and the mentor.

Michael Kitces is a busy man. When he's not traveling to deliver a keynote speech at the biggest events in financial services, he is writing blogposts for his newsletter, Nerd's Eye View, or providing commentary for the Wall Street Journal. Find out how Michael balances his busy life to still make time to produce great content.

With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.